Filed May 22, 2018 (most recent of 2 filings on file)
Total covered: 12 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $98,343 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $94,790 |
COOK STREET CONSULTING8 years Filed as: COOK STREET CONSULTING, INC. Service code 16 · EIN 84-0854432 | Consulting | $65,420 |
MSIIA1 year Service code 16 · EIN 11-3658445 | Consulting | $22,461 |
CAUSEY DEMGEN & MOORE PC10+ years Filed as: CAUSEY DEMGEN & MOORE, INC Service code 10 · EIN 84-1158905 | Accounting | $16,275 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,795 | $139,767+35.8% | $153,485+23.7% | $199,593-4.9% |
| Participation rate | 92.6% | 85.1%+7.5pp | 77.1%+15.6pp | 72.0%+20.7pp |
| Annual return | 13.39% | 20.59%-7.2pp | 15.65%-2.3pp | 34.25%-20.9pp |
| Employer contribution / active EE | $8,103 | $6,517+24.3% | $5,039+60.8% | $3,034+167.1% |
| Participant deferral / active EE | $14,750 | $8,055+83.1% | $6,757+118.3% | $5,087+190.0% |
| Admin fee / account holder | $165 | $98+68.9% | $12,724-98.7% | $269-38.5% |